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Cutler Group’s Xcel Energy XEL Stock Holding History

Cutler Group’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2
Closed – – 4455
2023
Q3 		$0 Sell
2
-8
-80% -$481 ﹤0.01% 4411
2023
Q2 		$0 Sell
10
-106
-91% -$7.08K ﹤0.01% 4268
2023
Q1 		$7K Sell
116
-426
-79% -$28.7K ﹤0.01% 2582
2022
Q4 		$37K Buy
542
+240
+79% +$16K ﹤0.01% 1791
2022
Q3 		$19K Sell
302
-1,300
-81% -$94.6K ﹤0.01% 2669
2022
Q2 		$113K Buy
+1,602
New +$117K 0.01% 1363
2022
Q1 		– Sell
-628
Closed -$43.2K – 6167
2021
Q4 		$42K Buy
628
+28
+5% +$1.82K ﹤0.01% 2539
2021
Q3 		$37K Buy
600
+460
+329% +$31.1K ﹤0.01% 2784
2021
Q2 		$9K Sell
140
-260
-65% -$18.1K ﹤0.01% 4018
2021
Q1 		$26K Hold
400
– – ﹤0.01% 3001
2020
Q4 		$26K Buy
+400
New +$27.9K ﹤0.01% 2494
2020
Q3 		– Sell
-1,536
Closed -$105K – 5333
2020
Q2 		$96K Sell
1,536
-7,360
-83% -$464K 0.01% 1332
2020
Q1 		$536K Buy
8,896
+5,051
+131% +$329K 0.03% 533
2019
Q4 		$244K Buy
+3,845
New +$241K 0.01% 727
2019
Q3 		– Sell
-2,526
Closed -$157K – 4808
2019
Q2 		$150K Buy
+2,526
New +$145K 0.01% 876
2017
Q2 		– Sell
-615
Closed -$28.3K – 7198
2017
Q1 		$27K Buy
615
+479
+352% +$20.3K ﹤0.01% 3039
2016
Q4 		$5K Sell
136
-11,151
-99% -$446K ﹤0.01% 4959
2016
Q3 		$464K Buy
11,287
+9,067
+408% +$388K 0.02% 650
2016
Q2 		$99K Sell
2,220
-711
-24% -$29.4K 0.01% 1707
2016
Q1 		$122K Buy
2,931
+2,675
+1,045% +$104K 0.01% 1433
2015
Q4 		$9K Buy
+256
New +$9.14K ﹤0.01% 4295

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cutler Group's XEL Position: Q4 2023 in Review

Cutler Group sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 2 shares.

Cutler Group first reported a position in XEL in Q4 2015 and held it in 21 quarters. The position peaked at $536K in Q1 2020. 1,017 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • Cutler Group reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 2 Xcel Energy shares in Q4 2023.
  • Cutler Group first reported a position in Xcel Energy in Q4 2015 and held it in 21 quarters.
  • Cutler Group's Xcel Energy position peaked at $536K in Q1 2020.
  • 1,017 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.